+355.9%
APH vs VSH
+64.7%
+291.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.4% | -3.6% | -0.6% |
| 7D | +5.0% | +4.1% | +0.9% | +3.5% |
| 30D | -3.9% | -4.2% | +0.3% | -2.9% |
| 3M | +13.0% | -50.0% | +62.9% | +39.3% |
| 6M | +25.2% | +80.2% | -55.0% | -5.3% |
| YTD | +22.9% | +121.1% | -98.2% | -14.6% |
| 1Y | +47.8% | +112.0% | -64.2% | +3.3% |
| 3Y | +283.0% | +22.5% | +260.5% | +227.2% |
| All | +355.9% | +64.7% | +291.3% | +214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling